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How to create a product recipe
How to create a product recipe

Create product recipes to detail components and quantities needed for manufacturing.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Creating a product recipe, also known as a bill of materials (BOM), involves specifying the components and their quantities required for production. This essential step in manufacturing helps ensure that all necessary materials are accounted for, facilitating efficient inventory management and production planning.

You can create a product recipe for a product manually, through an import, or by copying a recipe from another product.

This article gives a short overview of creating a product recipe for a product without variants. If you have variants enabled, you can create specific recipes for each.

Read more detailed instructions for creating variant-specific recipes.

Manually create recipes

  1. Navigate to Items screen > Products table and click on the product you want to edit. Find the Product recipe / BOM tab next to the General info tab.

    Product recipe tab on a product card

  2. Create a new product recipe or copy one from another product. To create a new Product recipe, fill in the following fields in the Ingredients table:

    Item (required) - Select existing materials and products (i.e. subassemblies) for the Product recipe or create new items by typing an item name and selecting Create new "item name" from the drop-down. Read more about creating a material or product.

    Quantity - Insert the quantity used to manufacture one unit of the product. Unit of Measure for the selected item is set on the item card.

    Notes - Add any notes or comments you want to ingredients. Notes can be added in the default recipe on the product card and will be displayed on a manufacturing order (MO) for the product.

    Stock cost - Calculated based on the average cost in your default Manufacturing location. The field cannot be manually edited. Stock cost = average cost of Item in Stock x Quantity. If the In stock quantity for a material is zero, there is no average cost, and the default purchase price of a material or manufacturing cost for a subassembly is used in stock cost calculations.

    The product recipe defined on a product card will be added to a MO by default. Katana enables you to record the waste of ingredients created in manufacturing or account for varying amounts of ingredients in the production process. If you use a different amount of ingredients in production than planned, you can insert the actual quantity used. This can also be reported for MOs by Operators through the Shop Floor App.

Copy a product recipe from another product

If the Product recipe of a product is similar to another product, a quick way to create a recipe is to copy it from that other product.

  1. In the Product recipe / BOM tab of a product, click on Copy recipe from at the top right corner of the ingredients table.

    Copy recipe from option in the product recipe tab of a product card

  2. Search for the product that you want to use as a template for the current recipe.

    Searching for a recipe to copy

  3. If you've already entered ingredients to the recipe, you'll be asked to confirm the copy before the current recipe is overwritten.

  4. If the variant structure of the current product is different from the variant structure of the product you are using as a template, you can choose whether you want to also copy the variant structure.

    Note: The variant structure of the current product will be overwritten if you copy the variant setup.

Importing product recipes from a spreadsheet

Please find more instructions here.

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